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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (9494)	11/4/2001 9:33:53 PM
From: FR1	Read Replies (1) \| Respond to of 57684

Right. And Harmond is right too. And what does that mean for us? As far as I am concerned it means that major broadband semis players (AMCC, PMCS, BRCM, etc) are one of the few places you can place a long term buy-and-hold bet and be fairly sure that a year from now you will have a considerable gain. Personally, I don't believe in betting on trading ranges. You have a great chance of selling after a short run up just to sit on the sidelines while a strong and fairly permanent rally takes off. Trading ranges are a reality when there is no driving force to bring the economy back once the FED drops rates way down. If there were no internet I would bet we base and enter a trading range for years and years. However, that is not the case and there is no philosophy that is going to decrease the constantly increasing demand for bandwidth.